研判2025！中国北斗卫星导航系统（BDS）‌行业发展历程、产业链全景、发展现状及未来发展趋势分析：应用普及终端超四亿，场景泛化驱动高质量增长[图]

Core Insights - The Beidou Navigation Satellite System (BDS) is China's self-developed global satellite navigation system, recognized as one of the four major GNSS by the United Nations, providing high-precision PNT services and unique short message communication services [1][3] - The BDS has evolved from theoretical proposals in 1983 to a fully operational global network by 2020, now serving over 130 countries and regions, marking a transition from following to competing and surpassing [1][3] - The industry has established a complete closed-loop industrial chain, with over 95% localization rate in upstream core components, and a projected overall industry output value of 575.8 billion yuan in 2024 [1][5][9] Industry Overview - BDS is positioned as a critical national infrastructure aimed at providing all-weather, high-precision positioning, navigation, and timing services, alongside short message communication capabilities [1][2] - The industry has shown stable growth, with the total output value of the satellite navigation and positioning service industry expected to reach 575.8 billion yuan in 2024, reflecting a year-on-year increase of 7.39% [9][10] Industrial Chain - The BDS industry chain consists of upstream core components (chips, modules, antennas) with over 95% domestic production, midstream terminal integration, and downstream applications in various sectors such as transportation and agriculture [5][6] - The downstream market is characterized by diverse application scenarios, with smartphones accounting for 33.48% of the market share, and significant growth in smart automotive applications [5][6] Application and Market Trends - By 2024, the BDS will have approximately 13.5 million terminal devices in transportation, making it the largest professional application market [6][7] - The automotive sector is a key growth area, with over 80.4% of passenger vehicles equipped with navigation systems, and the market size for these systems projected to reach 26.8 billion yuan in 2024 [7][8] Future Development Trends - The BDS industry is expected to deepen technological integration with 5G, AI, and IoT, evolving from simple navigation to a comprehensive intelligent service ecosystem [13][14] - Applications will expand into new fields such as smart transportation and low-altitude economy, enhancing operational efficiency and safety in agriculture and emergency services [14][15] - The internationalization of BDS will accelerate, with efforts to expand service networks in regions like Southeast Asia and Africa, and to participate in the global satellite navigation standard system [15]